See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,511 | $48,046+250.7% | $84,611+99.2% | $72,985+130.9% |
| Participation rate | 9.5% | 57.6%-48.1pp | 68.2%-58.7pp | 69.5%-60.0pp |
| Annual return | 18.90% | 37.38%-18.5pp | 258.74%-239.8pp | 81.00%-62.1pp |
| Employer contribution / active EE | $332 | $1,602-79.3% | $2,652-87.5% | $2,440-86.4% |
| Participant deferral / active EE | $542 | $2,680-79.8% | $3,899-86.1% | $3,607-85.0% |
| Admin fee / account holder | $3,106 | $3,395-8.5% | $4,912-36.8% | $5,124-39.4% |